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PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 401k Plan overview

Plan NamePENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN
Plan identification number 007

PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PENSKE TRUCK LEASING CO., LP has sponsored the creation of one or more 401k plans.

Company Name:PENSKE TRUCK LEASING CO., LP
Employer identification number (EIN):232518618
NAIC Classification:488490
NAIC Description:Other Support Activities for Road Transportation

Additional information about PENSKE TRUCK LEASING CO., LP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2167014

More information about PENSKE TRUCK LEASING CO., LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01
0072017-01-01GEOFF GIBSON GEOFF GIBSON2018-10-09
0072016-01-01GEOFF GIBSON GEOFF GIBSON2017-10-13
0072015-01-01JOE O'NEILL JOE O'NEILL2016-10-17
0072014-01-01JOE O' NEILL JOE O'NEILL2015-10-15
0072013-01-01JOE O'NEILL JOE O'NEILL2014-10-10
0072012-01-01JOE O'NEILL JOE O'NEILL2014-05-05
0072011-01-01JOE O'NEILL JOE O'NEILL2014-05-05
0072009-01-01JOSEPH O NEILL
0072009-01-01JOE O'NEILL - VP, EMPLOYEE BENEFITS JOE O'NEILL - VP, EMPLOYEE BENEFITS2010-10-15

Plan Statistics for PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN

401k plan membership statisitcs for PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN

Measure Date Value
2022: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115,602
Total number of active participants reported on line 7a of the Form 55002022-01-0114,569
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,270
Total of all active and inactive participants2022-01-0116,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0131
Total participants2022-01-0116,870
Number of participants with account balances2022-01-0111,484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01352
2021: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114,290
Total number of active participants reported on line 7a of the Form 55002021-01-0112,407
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,391
Total of all active and inactive participants2021-01-0114,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0129
Total participants2021-01-0114,827
Number of participants with account balances2021-01-0110,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01465
2020: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114,489
Total number of active participants reported on line 7a of the Form 55002020-01-0111,696
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,086
Total of all active and inactive participants2020-01-0113,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0121
Total participants2020-01-0113,803
Number of participants with account balances2020-01-0110,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01352
2019: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0115,175
Total number of active participants reported on line 7a of the Form 55002019-01-0113,346
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,899
Total of all active and inactive participants2019-01-0115,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0124
Total participants2019-01-0115,269
Number of participants with account balances2019-01-0110,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01268
2018: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113,973
Total number of active participants reported on line 7a of the Form 55002018-01-0113,200
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,730
Total of all active and inactive participants2018-01-0114,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0135
Total participants2018-01-0114,965
Number of participants with account balances2018-01-019,286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01213
2017: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,209
Total number of active participants reported on line 7a of the Form 55002017-01-0112,095
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,637
Total of all active and inactive participants2017-01-0113,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0123
Total participants2017-01-0113,755
Number of participants with account balances2017-01-018,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0169
2016: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112,224
Total number of active participants reported on line 7a of the Form 55002016-01-0111,595
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,435
Total of all active and inactive participants2016-01-0113,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-0113,049
Number of participants with account balances2016-01-017,908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01173
2015: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,533
Total number of active participants reported on line 7a of the Form 55002015-01-0110,783
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,314
Total of all active and inactive participants2015-01-0112,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-0112,112
Number of participants with account balances2015-01-017,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01107
2014: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,796
Total number of active participants reported on line 7a of the Form 55002014-01-0110,025
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,280
Total of all active and inactive participants2014-01-0111,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-0111,316
Number of participants with account balances2014-01-017,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0198
2013: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110,636
Total number of active participants reported on line 7a of the Form 55002013-01-019,431
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,289
Total of all active and inactive participants2013-01-0110,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0112
Total participants2013-01-0110,732
Number of participants with account balances2013-01-016,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0174
2012: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110,371
Total number of active participants reported on line 7a of the Form 55002012-01-019,165
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,324
Total of all active and inactive participants2012-01-0110,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-0110,499
Number of participants with account balances2012-01-016,911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0185
2011: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,712
Total number of active participants reported on line 7a of the Form 55002011-01-018,970
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,296
Total of all active and inactive participants2011-01-0110,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-0110,276
Number of participants with account balances2011-01-016,921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0159
2009: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112,566
Total number of active participants reported on line 7a of the Form 55002009-01-019,150
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,537
Total of all active and inactive participants2009-01-0110,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-0110,698
Number of participants with account balances2009-01-017,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,254

Financial Data on PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN

Measure Date Value
2022 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$38,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$36,593
Total income from all sources (including contributions)2022-12-31$-116,867,684
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$89,691,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$89,606,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$86,227,472
Value of total assets at end of year2022-12-31$1,019,023,193
Value of total assets at beginning of year2022-12-31$1,225,580,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,374
Total interest from all sources2022-12-31$641,893
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,566,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,566,562
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$54,031,079
Participant contributions at end of year2022-12-31$18,088,995
Participant contributions at beginning of year2022-12-31$17,110,656
Participant contributions at end of year2022-12-31$2,205,979
Participant contributions at beginning of year2022-12-31$1,915,085
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,865,748
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$-3,602,230
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,188,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$38,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$36,593
Other income not declared elsewhere2022-12-31$3,954,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-206,559,488
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,018,984,764
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,225,544,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$349,551,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$437,901,478
Interest on participant loans2022-12-31$641,893
Value of interest in common/collective trusts at end of year2022-12-31$633,354,817
Value of interest in common/collective trusts at beginning of year2022-12-31$771,434,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-89,267,971
Net investment gain or loss from common/collective trusts2022-12-31$-122,990,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$25,007,606
Employer contributions (assets) at end of year2022-12-31$956,597
Employer contributions (assets) at beginning of year2022-12-31$820,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$89,606,430
Contract administrator fees2022-12-31$85,374
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE AND TOUCHE
Accountancy firm EIN2022-12-31133891517
2021 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$36,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$34,829
Total income from all sources (including contributions)2021-12-31$212,358,460
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$89,786,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$89,724,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$73,837,937
Value of total assets at end of year2021-12-31$1,225,580,845
Value of total assets at beginning of year2021-12-31$1,103,006,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,094
Total interest from all sources2021-12-31$663,379
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,928,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,928,488
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$46,873,780
Participant contributions at end of year2021-12-31$17,110,656
Participant contributions at beginning of year2021-12-31$17,226,285
Participant contributions at end of year2021-12-31$1,915,085
Participant contributions at beginning of year2021-12-31$1,199,616
Assets. Other investments not covered elsewhere at end of year2021-12-31$-3,602,230
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$-9,997,798
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,080,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$36,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$34,829
Other income not declared elsewhere2021-12-31$4,336,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$122,572,324
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,225,544,252
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,102,971,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$437,901,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$715,162,811
Interest on participant loans2021-12-31$663,379
Value of interest in common/collective trusts at end of year2021-12-31$771,434,905
Value of interest in common/collective trusts at beginning of year2021-12-31$378,799,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$97,391,835
Net investment gain or loss from common/collective trusts2021-12-31$32,200,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$21,883,349
Employer contributions (assets) at end of year2021-12-31$820,951
Employer contributions (assets) at beginning of year2021-12-31$616,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$89,724,042
Contract administrator fees2021-12-31$62,094
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE AND TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$34,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$82,650
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$214,020,391
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$74,141,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$73,683,226
Expenses. Certain deemed distributions of participant loans2020-12-31$-10,891
Value of total corrective distributions2020-12-31$10,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$54,073,613
Value of total assets at end of year2020-12-31$1,103,006,757
Value of total assets at beginning of year2020-12-31$963,176,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$459,205
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$847,076
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,493,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,493,844
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$40,562,096
Participant contributions at end of year2020-12-31$17,226,285
Participant contributions at beginning of year2020-12-31$17,109,175
Participant contributions at end of year2020-12-31$1,199,616
Participant contributions at beginning of year2020-12-31$1,131,445
Assets. Other investments not covered elsewhere at end of year2020-12-31$-9,997,798
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$-3,648,009
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,157,207
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$34,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$82,650
Other income not declared elsewhere2020-12-31$4,706,155
Administrative expenses (other) incurred2020-12-31$424,491
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$139,878,438
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,102,971,928
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$963,093,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$715,162,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$620,013,887
Interest on participant loans2020-12-31$847,076
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$378,799,657
Value of interest in common/collective trusts at beginning of year2020-12-31$328,059,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$128,001,931
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$19,897,772
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$12,354,310
Employer contributions (assets) at end of year2020-12-31$616,186
Employer contributions (assets) at beginning of year2020-12-31$510,451
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$73,683,226
Contract administrator fees2020-12-31$34,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2020-12-31133891517
2019 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$82,650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,508
Total income from all sources (including contributions)2019-12-31$227,678,591
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$81,396,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$80,755,444
Expenses. Certain deemed distributions of participant loans2019-12-31$-3,326
Value of total corrective distributions2019-12-31$16,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$61,411,616
Value of total assets at end of year2019-12-31$963,176,140
Value of total assets at beginning of year2019-12-31$816,890,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$627,430
Total interest from all sources2019-12-31$727,347
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,935,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,935,843
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$39,605,183
Participant contributions at end of year2019-12-31$17,109,175
Participant contributions at beginning of year2019-12-31$16,402,466
Participant contributions at end of year2019-12-31$1,131,445
Participant contributions at beginning of year2019-12-31$1,111,128
Assets. Other investments not covered elsewhere at end of year2019-12-31$-3,648,009
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,368,279
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,598,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$82,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$79,508
Other income not declared elsewhere2019-12-31$2,612,374
Administrative expenses (other) incurred2019-12-31$627,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$146,282,341
Value of net assets at end of year (total assets less liabilities)2019-12-31$963,093,490
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$816,811,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$620,013,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$612,623,402
Interest on participant loans2019-12-31$727,347
Value of interest in common/collective trusts at end of year2019-12-31$328,059,191
Value of interest in common/collective trusts at beginning of year2019-12-31$183,873,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$123,241,000
Net investment gain or loss from common/collective trusts2019-12-31$30,750,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$19,207,759
Employer contributions (assets) at end of year2019-12-31$510,451
Employer contributions (assets) at beginning of year2019-12-31$511,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$80,755,444
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2019-12-31133891517
2018 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$79,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$160,810
Total income from all sources (including contributions)2018-12-31$25,814,027
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$61,279,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$60,685,992
Expenses. Certain deemed distributions of participant loans2018-12-31$52,105
Value of total corrective distributions2018-12-31$12,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$53,793,979
Value of total assets at end of year2018-12-31$816,890,657
Value of total assets at beginning of year2018-12-31$852,437,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$528,725
Total interest from all sources2018-12-31$603,175
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,640,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,640,625
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$35,678,258
Participant contributions at end of year2018-12-31$16,402,466
Participant contributions at beginning of year2018-12-31$15,819,711
Participant contributions at end of year2018-12-31$1,111,128
Participant contributions at beginning of year2018-12-31$852,029
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,368,279
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$-1,345,119
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,337,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$79,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$86,593
Administrative expenses (other) incurred2018-12-31$528,725
Total non interest bearing cash at beginning of year2018-12-31$108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-35,465,337
Value of net assets at end of year (total assets less liabilities)2018-12-31$816,811,149
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$852,276,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$612,623,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$656,217,565
Interest on participant loans2018-12-31$603,175
Value of interest in common/collective trusts at end of year2018-12-31$183,873,976
Value of interest in common/collective trusts at beginning of year2018-12-31$180,490,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-32,788,989
Net investment gain or loss from common/collective trusts2018-12-31$-3,434,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$16,778,397
Employer contributions (assets) at end of year2018-12-31$511,406
Employer contributions (assets) at beginning of year2018-12-31$402,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$60,685,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$74,217
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2018-12-31133891517
2017 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$4,497,585
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$160,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$93,013
Total income from all sources (including contributions)2017-12-31$164,613,683
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$56,081,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$55,626,122
Expenses. Certain deemed distributions of participant loans2017-12-31$-8,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$48,001,877
Value of total assets at end of year2017-12-31$852,437,296
Value of total assets at beginning of year2017-12-31$739,339,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$464,499
Total interest from all sources2017-12-31$528,033
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,741,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,741,712
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$31,226,905
Participant contributions at end of year2017-12-31$15,819,711
Participant contributions at beginning of year2017-12-31$14,775,877
Participant contributions at end of year2017-12-31$852,029
Participant contributions at beginning of year2017-12-31$687,435
Assets. Other investments not covered elsewhere at end of year2017-12-31$-1,345,119
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$-181,691
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,222,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$86,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$93,013
Other income not declared elsewhere2017-12-31$689
Administrative expenses (other) incurred2017-12-31$464,499
Total non interest bearing cash at end of year2017-12-31$108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$108,532,054
Value of net assets at end of year (total assets less liabilities)2017-12-31$852,276,486
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$739,246,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$656,217,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$554,934,213
Interest on participant loans2017-12-31$528,033
Value of interest in common/collective trusts at end of year2017-12-31$180,490,962
Value of interest in common/collective trusts at beginning of year2017-12-31$168,764,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$86,359,010
Net investment gain or loss from common/collective trusts2017-12-31$22,982,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$15,552,395
Employer contributions (assets) at end of year2017-12-31$402,040
Employer contributions (assets) at beginning of year2017-12-31$359,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$55,626,122
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at end of year2017-12-31$74,217
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG, LLP
Accountancy firm EIN2017-12-31135565207
2016 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$93,013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$89,965,089
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$40,724,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$40,156,705
Expenses. Certain deemed distributions of participant loans2016-12-31$-32,248
Value of total corrective distributions2016-12-31$5,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$44,781,900
Value of total assets at end of year2016-12-31$739,339,860
Value of total assets at beginning of year2016-12-31$690,005,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$594,641
Total interest from all sources2016-12-31$468,835
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,063,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,063,522
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$28,916,510
Participant contributions at end of year2016-12-31$14,775,877
Participant contributions at beginning of year2016-12-31$14,455,074
Participant contributions at end of year2016-12-31$687,435
Participant contributions at beginning of year2016-12-31$158,434
Assets. Other investments not covered elsewhere at end of year2016-12-31$-181,691
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$186,308,764
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,410,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$93,013
Other income not declared elsewhere2016-12-31$57,138
Administrative expenses (other) incurred2016-12-31$594,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$49,240,964
Value of net assets at end of year (total assets less liabilities)2016-12-31$739,246,847
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$690,005,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$554,934,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$411,661,920
Interest on participant loans2016-12-31$468,835
Value of interest in common/collective trusts at end of year2016-12-31$168,764,690
Value of interest in common/collective trusts at beginning of year2016-12-31$77,341,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$27,710,380
Net investment gain or loss from common/collective trusts2016-12-31$10,883,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,455,218
Employer contributions (assets) at end of year2016-12-31$359,336
Employer contributions (assets) at beginning of year2016-12-31$80,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$40,156,705
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG, LLP
Accountancy firm EIN2016-12-31135565207
2015 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$51,324,999
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$54,475,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$53,461,819
Expenses. Certain deemed distributions of participant loans2015-12-31$5,895
Value of total corrective distributions2015-12-31$199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$40,950,280
Value of total assets at end of year2015-12-31$690,005,883
Value of total assets at beginning of year2015-12-31$693,156,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,007,668
Total interest from all sources2015-12-31$465,917
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,877,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,877,844
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$26,517,361
Participant contributions at end of year2015-12-31$14,455,074
Participant contributions at beginning of year2015-12-31$14,123,047
Participant contributions at end of year2015-12-31$158,434
Assets. Other investments not covered elsewhere at end of year2015-12-31$186,308,764
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$-4,422,613
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,470,958
Other income not declared elsewhere2015-12-31$15,107
Administrative expenses (other) incurred2015-12-31$1,007,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,150,582
Value of net assets at end of year (total assets less liabilities)2015-12-31$690,005,883
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$693,156,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$411,661,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$540,701,731
Interest on participant loans2015-12-31$465,917
Value of interest in common/collective trusts at end of year2015-12-31$77,341,218
Value of interest in common/collective trusts at beginning of year2015-12-31$142,754,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$4,534,406
Net investment gain or loss from common/collective trusts2015-12-31$2,481,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,961,961
Employer contributions (assets) at end of year2015-12-31$80,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$53,461,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG, LLP
Accountancy firm EIN2015-12-31135565207
2014 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$80,235,590
Total loss/gain on sale of assets2014-12-31$2,812,370
Total of all expenses incurred2014-12-31$49,648,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$49,015,545
Expenses. Certain deemed distributions of participant loans2014-12-31$-2,483
Value of total corrective distributions2014-12-31$11,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$36,376,819
Value of total assets at end of year2014-12-31$693,156,465
Value of total assets at beginning of year2014-12-31$662,569,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$624,130
Total interest from all sources2014-12-31$462,801
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$23,710,582
Participant contributions at end of year2014-12-31$14,123,047
Participant contributions at beginning of year2014-12-31$14,145,353
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$-4,422,613
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$-2,138,158
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$886,396
Administrative expenses (other) incurred2014-12-31$624,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$30,586,741
Value of net assets at end of year (total assets less liabilities)2014-12-31$693,156,465
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$662,569,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$540,701,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$495,348,638
Interest on participant loans2014-12-31$462,801
Value of interest in common/collective trusts at end of year2014-12-31$142,754,300
Value of interest in common/collective trusts at beginning of year2014-12-31$129,135,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$30,150,103
Net investment gain or loss from common/collective trusts2014-12-31$10,433,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,779,841
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$49,015,545
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$26,078,532
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$26,074,540
Aggregate carrying amount (costs) on sale of assets2014-12-31$23,262,170
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG, LLP
Accountancy firm EIN2014-12-31135565207
2013 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,150,740
Total unrealized appreciation/depreciation of assets2013-12-31$7,150,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$139,755,668
Total loss/gain on sale of assets2013-12-31$93,862
Total of all expenses incurred2013-12-31$36,715,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$35,846,253
Expenses. Certain deemed distributions of participant loans2013-12-31$10,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$34,169,817
Value of total assets at end of year2013-12-31$662,569,724
Value of total assets at beginning of year2013-12-31$559,529,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$858,373
Total interest from all sources2013-12-31$499,283
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$22,187,341
Participant contributions at end of year2013-12-31$14,145,353
Participant contributions at beginning of year2013-12-31$13,798,042
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$578,547
Assets. Other investments not covered elsewhere at end of year2013-12-31$-2,138,158
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$751,408
Administrative expenses (other) incurred2013-12-31$858,373
Total non interest bearing cash at beginning of year2013-12-31$4,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$103,040,049
Value of net assets at end of year (total assets less liabilities)2013-12-31$662,569,724
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$559,529,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$495,348,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$404,381,509
Interest on participant loans2013-12-31$499,283
Value of interest in common/collective trusts at end of year2013-12-31$129,135,359
Value of interest in common/collective trusts at beginning of year2013-12-31$120,144,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$81,215,932
Net investment gain or loss from common/collective trusts2013-12-31$16,626,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,231,068
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$302,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$35,846,253
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$26,078,532
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$20,320,039
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,455,417
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,361,555
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG, LLP
Accountancy firm EIN2013-12-31135565207
2012 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$8,066,105
Total unrealized appreciation/depreciation of assets2012-12-31$8,066,105
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$795
Total income from all sources (including contributions)2012-12-31$90,150,145
Total loss/gain on sale of assets2012-12-31$974,661
Total of all expenses incurred2012-12-31$37,259,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$37,004,725
Expenses. Certain deemed distributions of participant loans2012-12-31$30,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,800,554
Value of total assets at end of year2012-12-31$559,529,675
Value of total assets at beginning of year2012-12-31$506,639,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$224,710
Total interest from all sources2012-12-31$491,454
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$21,289,520
Participant contributions at end of year2012-12-31$13,798,042
Participant contributions at beginning of year2012-12-31$12,741,957
Participant contributions at end of year2012-12-31$578,547
Participant contributions at beginning of year2012-12-31$549,979
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$736,465
Other income not declared elsewhere2012-12-31$134,511
Administrative expenses (other) incurred2012-12-31$224,710
Total non interest bearing cash at end of year2012-12-31$4,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$52,890,642
Value of net assets at end of year (total assets less liabilities)2012-12-31$559,529,675
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$506,639,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$404,381,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$434,121,216
Interest on participant loans2012-12-31$491,454
Value of interest in common/collective trusts at end of year2012-12-31$120,144,997
Value of interest in common/collective trusts at beginning of year2012-12-31$40,488,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$38,678,801
Net investment gain or loss from common/collective trusts2012-12-31$9,004,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$20,320,039
Assets. Invements in employer securities at beginning of year2012-12-31$18,531,063
Contributions received in cash from employer2012-12-31$10,774,569
Employer contributions (assets) at end of year2012-12-31$302,150
Employer contributions (assets) at beginning of year2012-12-31$206,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$37,004,725
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$20,320,039
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$18,531,063
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$795
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$57,578,610
Aggregate carrying amount (costs) on sale of assets2012-12-31$56,603,949
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135565207
2011 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$7,586,074
Total unrealized appreciation/depreciation of assets2011-12-31$7,586,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$38,541,020
Total loss/gain on sale of assets2011-12-31$334,097
Total of all expenses incurred2011-12-31$30,201,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,893,572
Expenses. Certain deemed distributions of participant loans2011-12-31$56,431
Value of total corrective distributions2011-12-31$13,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$26,507,393
Value of total assets at end of year2011-12-31$506,639,828
Value of total assets at beginning of year2011-12-31$498,299,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$237,487
Total interest from all sources2011-12-31$503,549
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$19,682,231
Participant contributions at end of year2011-12-31$12,741,957
Participant contributions at beginning of year2011-12-31$13,000,961
Participant contributions at end of year2011-12-31$549,979
Participant contributions at beginning of year2011-12-31$478,297
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$353,016
Other income not declared elsewhere2011-12-31$463,438
Administrative expenses (other) incurred2011-12-31$237,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$8,339,697
Value of net assets at end of year (total assets less liabilities)2011-12-31$506,639,033
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$498,299,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$434,121,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$430,115,190
Interest on participant loans2011-12-31$503,549
Value of interest in common/collective trusts at end of year2011-12-31$40,488,021
Value of interest in common/collective trusts at beginning of year2011-12-31$42,474,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$2,391,130
Net investment gain or loss from common/collective trusts2011-12-31$755,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$18,531,063
Assets. Invements in employer securities at beginning of year2011-12-31$12,224,560
Contributions received in cash from employer2011-12-31$6,472,146
Employer contributions (assets) at end of year2011-12-31$206,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,893,572
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$18,531,063
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$12,224,560
Liabilities. Value of benefit claims payable at end of year2011-12-31$795
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,721,473
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,387,376
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,391,666
Total unrealized appreciation/depreciation of assets2010-12-31$2,391,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$188,032
Total income from all sources (including contributions)2010-12-31$62,145,692
Total loss/gain on sale of assets2010-12-31$-86,348
Total of all expenses incurred2010-12-31$36,879,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$36,493,964
Expenses. Certain deemed distributions of participant loans2010-12-31$-32,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,703,624
Value of total assets at end of year2010-12-31$498,299,336
Value of total assets at beginning of year2010-12-31$473,221,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$417,617
Total interest from all sources2010-12-31$584,933
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$18,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$18,091
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,192,750
Participant contributions at end of year2010-12-31$13,000,961
Participant contributions at beginning of year2010-12-31$13,107,734
Participant contributions at end of year2010-12-31$478,297
Participant contributions at beginning of year2010-12-31$584,112
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$510,701
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$774
Other income not declared elsewhere2010-12-31$56
Administrative expenses (other) incurred2010-12-31$417,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$25,266,304
Value of net assets at end of year (total assets less liabilities)2010-12-31$498,299,336
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$473,033,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$430,115,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$411,664,501
Interest on participant loans2010-12-31$584,933
Value of interest in common/collective trusts at end of year2010-12-31$42,474,003
Value of interest in common/collective trusts at beginning of year2010-12-31$36,845,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$473,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$473,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$36,135,779
Net investment gain or loss from common/collective trusts2010-12-31$5,397,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$12,224,560
Assets. Invements in employer securities at beginning of year2010-12-31$10,545,595
Contributions received in cash from employer2010-12-31$173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$36,493,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$12,224,560
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$10,545,595
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$188,032
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$626,353
Aggregate carrying amount (costs) on sale of assets2010-12-31$712,701
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN

2022: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSKE TRUCK LEASING CO., L.P. SAVINGS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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